Golden State Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Sell |
436
-21
| -5% | -$940 | ﹤0.01% | 891 |
|
|
2025
Q1 | $18.7K | Hold |
457
| – | – | ﹤0.01% | 816 |
|
|
2024
Q4 | $20K | Buy |
+457
| New | +$20K | ﹤0.01% | 769 |
|
|
2019
Q3 | – | Sell |
-535
| Closed | -$18K | – | 1056 |
|
|
2019
Q2 | $18K | Buy |
535
+4
| +0.8% | +$135 | 0.01% | 629 |
|
|
2019
Q1 | $17K | Buy |
+531
| New | +$17K | 0.01% | 658 |
|